Wheelhouse Advisory Group, LLC

This week, Senior Wealth Managers Lauren Ferraro and Andrew Briesacher hosted a Lunch & Learn on the basics of tax planning. Attendees explored a variety of tax planning concepts and strategies commonly considered as part of a comprehensive financial plan. Thank you to everyone who spent the afternoon with us. We enjoy providing educational opportunities designed to help our clients stay informed about important financial topics.

While summer may be winding down, travel season in retirement never stops. Read the latest blog post by Senior Wealth Manager Andrew Briesacher for smart, strategic vacation planning tips.

Smart Vacation Planning in Retirement: Budgeting, Tax Strategies, and Making the Most of Your Retirement Income | Wheelhouse Advisory Group Written by: Andrew Briesacher, Senior Wealth Manager Retirement is often the season of life when travel moves from the "someday" list to the calendar. Whether it's visiting grandchildren, taking the dream trip you've postponed for years, or exploring new destinations at a slower pace, travel can be....

When Rishi is your uncle, planning for retirement starts early! 2.5 year old Leah is getting a head start! Her current retirement goals mostly involve unlimited snacks and playground time, but we love seeing the early enthusiasm!

Congratulations to Grant from our financial planning team on earning his Financial Paraplanner Qualified Professional (FPQP®) designation. We appreciate his dedication to continuous learning and his continued growth within the firm. Well done, Grant!

At Wheelhouse, giving back is at the heart of our culture, and we love watching our team step up to make a difference through Compass of Hope, especially when it means supporting a cause near and dear to our very own people!

Happy Father’s Day to all the dads, stepdads, grandpas, uncles, dog dads, and father figures! We hope your day is filled with relaxation and your favorite things. A special shoutout to our WAG dads—thank you for your hard work, your dedication to your families, your dad jokes, and for being great colleagues!

Thank you so much to Martha Burkhardt for joining us at the Sunset Hills office last week for a presentation on all things Estate Planning. Her deep expertise showed exactly why she’s such a fantastic resource for our firm. We are so grateful to partner with trusted, dedicated experts like Martha to bring these extra resources to our clients.

Remembering and honoring the brave souls near and far who gave everything to protect our freedom - Happy Memorial Day

Behind the scenes from Monday’s TV shoot! Can you guess what Andrew and Rishi were discussing in this new episode of the Wheelhouse Retirement Show?